Civic Intelligence

Frances L Nelson Foundation Ltd

990PF • Fiscal year 2014 • EIN 39-2033920

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

2201 Lakeland AveSuiteMadison, WI 53704

(608) 241-4888

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

8.7%

Faster asset growth than 71% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

200%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,132,509

Up $250,984 (+8.7%) from 2013

Net Assets

Up

$3,132,509

Up $250,984 (+8.7%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue

Up

$432,945

Up $288,803 (+200%) from 2013

Expenses

Up

$182,282

Up $14 (+0.0%) from 2013

Net Income

Up

$250,663

Up $288,789 (+757%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,999,402Liabilities 2011: $02011Assets 2012: $2,919,152Liabilities 2012: $02012Assets 2013: $2,881,525Liabilities 2013: $1Net Assets 2013: $2,881,5252013Assets 2014: $3,132,509Liabilities 2014: $1Net Assets 2014: $3,132,5092014Assets 2015: $3,115,683Liabilities 2015: $1Net Assets 2015: $3,115,6832015Assets 2016: $3,077,426Liabilities 2016: $0Net Assets 2016: $3,077,4262016Assets 2017: $2,821,975Liabilities 2017: $0Net Assets 2017: $2,821,9752017Assets 2018: $5,074Liabilities 2018: $0Net Assets 2018: $5,0742018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$3,132,509
Liabilities$1
Net Assets$3,132,509

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $73,297Expenses 2011: $75,485Net Income 2011: -$2,1882011Revenue 2012: $1,134,882Expenses 2012: $183,857Net Income 2012: $951,0252012Revenue 2013: $144,142Expenses 2013: $182,268Net Income 2013: -$38,1262013Revenue 2014: $432,945Expenses 2014: $182,282Net Income 2014: $250,6632014Revenue 2015: $173,493Expenses 2015: $189,998Net Income 2015: -$16,5052015Revenue 2016: $143,617Expenses 2016: $185,630Net Income 2016: -$42,0132016Revenue 2017: $452,304Expenses 2017: $707,228Net Income 2017: -$254,9242017Revenue 2018: -$19,273Expenses 2018: $2,794,589Net Income 2018: -$2,813,8622018Revenue 2019: $5,605Expenses 2019: $10,679Net Income 2019: -$5,0742019

Highlighted filing

2014

Revenue$432,945
Expenses$182,282
Net Income$250,663
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE LEIBOWITZPresident, Director-$0--
FRANCES L NELSONVice President, Director-$0--
SHERI L KOLESecretary, Treasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
Frances L Nelson Foundation Ltd
EIN
39-2033920
In Care Of
% SHERI KOLE
Phone
6082414888
Address
2201 LAKELAND AVE, Suite, MADISON, WI 53704

Signing Officer

Name
Sheri Kole
Title
Secretary, Treasurer
Signed
2015-05-13

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Lynette M Zigman
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DALE LEIBOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES L NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHERI L KOLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02201 LAKELAND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14150 NAKOMA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22106 ARBOR WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MARTINSVILLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0173480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0177802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0178569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0178660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt075000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03432128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03249720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02935270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02093713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0180000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.151638
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0175678
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0180000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04322
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0180000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02106 ARBOR WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARTINSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008836
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHERI KOLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07328050005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DALE LEIBOWITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IRWIN A & ROBERT D GOODMAN COMMUNITY CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0149 WAUBESA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0167284
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0167284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038007
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012716
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038007
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025291
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0321
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0711
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/Amt271
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0711
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI KOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY, TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES L NELSON FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0392033920
ReturnHeader/Filer/InCareOfNm0% SHERI KOLE
ReturnHeader/Filer/PhoneNum06082414888
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 LAKELAND AVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNETTE M ZIGMAN
ReturnHeader/ReturnTs02015-05-14T10:34:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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